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Lam Research

Etch and deposition for memory and logic

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Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing.

Price $269.31
1D change -0.61%
Market cap $336.99B
Sector Technology

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Metric LRCX
Price $269.31
1D Change -0.61%
Market Cap $336.99B
Enterprise Value $335.54B
Trailing P/E 46.8
Forward P/E 23.1
PEG Ratio 1.25x
Price / Sales 14.5
EV / Revenue 14.4
Revenue Growth 30.0%
Earnings Growth 34.8%
Gross Margin 50.5%
Operating Margin 37.4%
Net Margin 31.3%
ROE 65.1%
Free Cash Flow $3.09B
FCF Margin 13.3%
Debt / Equity 0.33x
Current Ratio 2.63x
Dividend Yield 0.39%
Next Earnings Oct 21, 2026
Quarterly Revenue $6.72B
Revenue QoQ +15.1%
Quarterly Net Income $2.28B
Net Income QoQ +24.8%

LRCX thesis lens

Etch and deposition for memory and logic

Why it could benefit

  • Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing.
  • AI-driven HBM and DRAM demand can increase wafer starts and process complexity.
  • More complex chip structures tend to raise etch and deposition intensity.

Moat / edge

  • Strong position in memory process equipment.
  • Large installed base and recurring service revenue.
  • Technical depth in high-aspect-ratio etch and deposition.

What to watch

  • Memory capex recovery.
  • China exposure and export-rule changes.
  • Advanced packaging and gate-all-around opportunities.

Key risks

  • Memory spending is highly cyclical.
  • Policy restrictions can interrupt demand in important markets.